Jim Weil
Managing Partner at Private Vista LLC
- Role
- Managing Partner at Private Vista Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Jim Weil
MY FINANCIAL SERVICES CAREER BEGAN IN 1989 I’ve been enthusiastic about financial…
Experience
Managing Partner
Jan 1999 — Present · Chicago, IL, US
As our Managing Partner, my role at Private Vista is to ensure our team has the resources and training needed to provide a high quality experience for our clients. I lead our management team and am responsible for our Strategic Plan.Here at Private Vista, our team of trusted advisors works closely with clients to not only build their financial resources, but to align those resources with their life goals. Through our unique process, we help define their Private Vista – a clear view of how they want to invest not just their money, but also their time and energy to achieve their definition of an enriched and fulfilling life.
Education
Purdue University
B.S.
1985 — 1989
Skills
- Qualified Plan Analysis
- Financial Planning
- Strategic Tax Planning
- Investment Advisory
- Estate Planning
- Strategic Financial Planning
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